Recovery Reviews
Identify Overpayments, Missed Credits, and Recoverable Value
Review historical payments, invoices, credits, and vendor activity to determine whether financial value may have been overlooked, incorrectly charged, or left unresolved.
Recovery Reviews
Review historical payments, invoices, credits, and vendor activity to determine whether financial value may have been overlooked, incorrectly charged, or left unresolved.
HISTORICAL RECORDS
Invoices, payments, statements, credits, and account activity
POTENTIAL FINDINGS
Duplicate charges, missed credits, unresolved refunds, and billing discrepancies
DOCUMENT SUPPORT
Connect each potential item to available records and vendor terms
RESOLUTION PATH
Organize corrections, credits, refunds, and required follow-up
Review Scope
Overpayments and missed credits are not always caused by one major error. They can accumulate through billing changes, duplicate activity, unapplied adjustments, contract terms, administrative gaps, and unresolved vendor issues.
Historical billing records, account statements, credits, adjustments, and recurring charges
Available payment history, duplicate activity, timing differences, and reconciliation issues
Relevant pricing terms, credits, refunds, service changes, and financial obligations
Open balances, unapplied credits, disputed items, account closures, and unresolved adjustments
Available correspondence, approvals, spreadsheets, prior findings, and supporting documentation
What Leadership Receives
The objective is to give leadership a clear view of potential recovery items, available support, unresolved questions, and the actions required to move forward.
Records, vendors, accounts, periods, and categories included in the review
Items that may represent an overpayment, missed credit, billing correction, or unresolved refund
Available invoices, statements, agreements, payment records, and correspondence connected to each item
What appears supportable, what requires additional records, and what should not be pursued
Recommended ownership, vendor follow-up, documentation needs, and next actions
Findings are not described as confirmed until records support them. Each item is clearly marked by validation status.
Engagement Process
Confirm the accounts, vendors, categories, records, and historical periods available for examination.
Compare invoices, payments, credits, agreements, account activity, and related correspondence.
Determine which items have sufficient support, which require more information, and which should be excluded.
Prepare a prioritized path for corrections, credits, refunds, vendor discussions, or additional investigation.
Frequently Asked Questions
A recovery review is a confidential, document-based examination of historical payment and vendor activity. Its purpose is to identify potential overpayments, missed credits, billing errors, unapplied refunds, and other recoverable value that may have been overlooked. The review is structured and evidence-based — findings are tied to available records rather than assumptions.
The review typically draws on invoices, account statements, payment records, vendor agreements, credit memos, and relevant internal correspondence. The specific records required depend on the scope of the review and the categories being examined. Coastal Ridge works with the organization to identify what is available and what may need to be requested.
The historical period examined depends on record availability, the nature of the vendor relationships, and the circumstances involved. There is no fixed lookback period — the scope is defined during the initial review definition based on what records can be accessed and what period is most relevant to the potential recovery areas.
No. The purpose of the review is to determine whether recoverable value exists — not to guarantee a specific outcome. Some reviews identify meaningful recovery opportunities; others may find that records are well-maintained and few discrepancies exist. In all cases, leadership receives a clear, documented assessment rather than an assumption.
Each potential finding is compared against available documentation — invoices, payment records, agreements, credit memos, and correspondence. Items are categorized by validation status: what appears supportable with existing records, what requires additional documentation, and what should be excluded. Findings are not presented as confirmed unless records support that conclusion.
Yes. Coastal Ridge can support the resolution process by organizing documentation, preparing communication with vendors, and advising on the approach to credit requests, refunds, corrections, and other follow-up. The organization retains full control over vendor communications and final decisions.
Coastal Ridge does not provide legal, tax, or accounting conclusions. Additional professional review may be appropriate for issues outside Coastal Ridge's advisory role.
Yes. Every engagement is handled with strict confidentiality. No public records are created. Vendor communications are only initiated with the organization's explicit consent. Coastal Ridge does not disclose client relationships, review findings, or the existence of an engagement without authorization.
The process begins with a confidential discussion to understand the organization's situation, identify the accounts or vendors of interest, confirm what records are available, and define the scope and historical period for review. There is no cost or obligation for this initial conversation. If a recovery review is appropriate, Coastal Ridge will outline the approach, timeline, and next steps.
Confidential Initial Review
A focused initial discussion can help define the available records, relevant accounts, and whether a structured recovery review is appropriate.
Request a Confidential Recovery ReviewConfidential · No obligation · Senior-led review